Purchases and Sales Made in Q1 2024 in Goldman Sachs Group Inc (GS)
This table provides information about the institutional ownership of Goldman Sachs Group Inc (GS) during Q1 2024. The information is specifically focused on institutions that hold shares of GOLDMAN SACHS GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
74+ 1.7% |
$27.9K - $30.9K
|
4.42K
$3.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
72+ 1.4% |
$27.1K - $30.1K
|
5.22K
$3.68M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
71+ 5.6% |
$26.8K - $29.7K
|
1.34K
$945K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
67+ 2.27% |
$25.3K - $28K
|
3.02K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
67+ 3.84% |
$25.3K - $28K
|
1.81K
$1.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
65+ 325.0% |
$24.5K - $27.1K
|
85
$60K
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
65+ 6.13% |
$24.5K - $27.1K
|
1.13K
$795K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
63+ 3.81% |
$23.7K - $26.3K
|
1.72K
$1.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
62+ 2.28% |
$23.4K - $25.9K
|
2.79K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61+ 1.53% |
$23K - $25.5K
|
4.05K
$2.86M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
61+ 8.27% |
$23K - $25.5K
|
799
$564K
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
61+ 1.23% |
$23K - $25.5K
|
5.01K
$3.54M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
60+ 2.61% |
$22.6K - $25.1K
|
2.36K
$1.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
60+ 8.58% |
$22.6K - $25.1K
|
759
$536K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
60+ 7.5% |
$22.6K - $25.1K
|
860
$607K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
60New |
$22.6K - $25.1K
|
60
$42.4K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
59+ 7.44% |
$22.2K - $24.6K
|
852
$601K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
59+ 4.37% |
$22.2K - $24.6K
|
1.41K
$995K
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
59+ 4.37% |
$22.2K - $24.6K
|
1.41K
$995K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
58+ 1.02% |
$21.9K - $24.2K
|
5.75K
$4.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
58+ 2.63% |
$21.9K - $24.2K
|
2.26K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
57+ 6.14% |
$21.5K - $23.8K
|
986
$696K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
56+ 9.35% |
$21.1K - $23.4K
|
655
$462K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
55+ 3.11% |
$20.7K - $23K
|
1.83K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
55+ 1.45% |
$20.7K - $23K
|
3.84K
$2.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
54+ 9.25% |
$20.4K - $22.6K
|
638
$450K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
54+ 1.71% |
$20.4K - $22.6K
|
3.21K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
54New |
$20.4K - $22.6K
|
54
$38.1K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
53+ 0.97% |
$20K - $22.1K
|
5.49K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
53+ 0.61% |
$20K - $22.1K
|
8.76K
$6.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
51+ 1.0% |
$19.2K - $21.3K
|
5.13K
$3.62M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
51+ 4.06% |
$19.2K - $21.3K
|
1.31K
$923K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
51+ 1.91% |
$19.2K - $21.3K
|
2.73K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
50+ 4.46% |
$18.8K - $20.9K
|
1.17K
$827K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
50+ 0.46% |
$18.8K - $20.9K
|
11K
$7.79M
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
50New |
$18.8K - $20.9K
|
50
$35.3K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 0.2% |
$18.8K - $20.9K
|
25.1K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
49+ 0.92% |
$18.5K - $20.5K
|
5.36K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
49+ 4.65% |
$18.5K - $20.5K
|
1.1K
$778K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 2.72% |
$17.7K - $19.6K
|
1.77K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
46+ 6.11% |
$17.3K - $19.2K
|
799
$564K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
46+ 7.85% |
$17.3K - $19.2K
|
632
$446K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
46+ 4.79% |
$17.3K - $19.2K
|
1.01K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
46+ 1.7% |
$17.3K - $19.2K
|
2.75K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
45+ 6.72% |
$17K - $18.8K
|
715
$505K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
45New |
$17K - $18.8K
|
45
$31.8K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
45+ 3.64% |
$17K - $18.8K
|
1.28K
$905K
|
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
45+ 1.73% |
$17K - $18.8K
|
2.64K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
44+ 0.95% |
$16.6K - $18.4K
|
4.69K
$3.31M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
44+ 4.77% |
$16.6K - $18.4K
|
967
$683K
|